Register | Log In
0
  • LinkedIn
  • Twitter
MENU
Welcome
Bookstore
Chapters & Articles
Online Access
Arbitration Database
My Account
Pay
Journals

Promotions > Best Sellers > 

Cart Summary

Your Cart is Empty
View Cart

Search Chapters & Articles

Navigation

Promotions
New Arrivals
Best Sellers

generic_pdf.png
This publication is part of the Arbitration Law Database

Trust Protectors: A Practice Manual with Forms - PDF Book

Pages:

ISBN:

Published On:

Updated On:

10171
DwnLdItem
PDF Book
Standing Order

Have a question? Email us about this product!

Available Format
PDF Book : $148.75
Subscription Option   
User License   

Adding Item To Cart

Additional Information

  • Description
  • About The Author(s)
  • Reviews
  • Chapters in PDF


Trust Protectors: A Practice Manual with Forms examines in detail the role of the protector of the trust, as well as the relationship between the protector and the trustee, between the protector and the beneficiaries, and the protector’s responsibilities to the purposes of the trust.  It demonstrates, with legal support, that the role of the protector is not a new role, but in fact,  is simply a new name for the decades-old position of trust “advisor.”  It takes the firm position that, with only limited exception, the role of the protector is a fiduciary one, imposing on the protector a duty to act in the best interests of the purposes of the trust and the beneficiaries, effectively demonstrating that the trust advisor is consistently regarded as a fiduciary in relevant treatises and that it has been repeatedly held to be a fiduciary in relevant cases.

Besides providing an in-depth review and analysis of the historical issues and professional commentary relevant to trust law and the role of protector, Trust Protectors: A Practice Manual with Forms examines case decisions in various international jurisdictions to shed light on the issues and positions taken in the statutes of jurisdictions around the world. The book also discusses in detail all of the practical considerations practitioners need to know in using a protector and covers in brief the numerous tax issues that may apply. 

Complemented by an extensive appendix of protector statutes from the United States and international jurisdictions, the book offers a wide variety of sample protector forms and provisions covering all aspects of the use of a protector, from the protector's appointment, removal, or resignation through to the protector's release and indemnification in the event the beneficiaries themselves initiate a claim. 

All legal aspects of the position are examined theoretically and practically to make the book ---as those in the field agree --- more than a solid work of scholarship and a benefit to the field of trusts and estates, but a true value to anyone who drafts, reviews or otherwise advises on trusts.

.

 Alexander A. Bove, Jr. is a widely known and respected trust and estate attorney with over forty years of experience. He is an Adjunct Professor of Law, Emeritus, of Boston University Law School Graduate Tax Program, where he taught estate planning and advanced estate planning for eighteen years. In 1998 he was admitted to practice in England and Wales. Alexander Bove has been quoted in the New York Times, The Wall Street Journal, Business Week, Worth, Forbes, Money, and Fortune as an authority on trusts and estate planning and asset protection planning. From 1973 to 1995 he authored the widely acclaimed legal and financial column, "The Family Money," for theBoston Globe. He has published several books on subjects of estate planning, asset protection planning, taxes, trusts and estates. An internationally known lecturer in his fields of expertise, Mr. Bove has lectured at the annual Heckerling Tax Institute, annual meetings of the American College of Trust & Estate Counsel (ACTEC), the Association of Advanced Life Underwriters (AALU), The Million Dollar Round Table (MDRT), Top of the Table, The Annual Notre Dame Estate Planning Institute, and The International Academy of Estate and Trust Law. Mr. Bove was named in "The Best Lawyers in America, Trusts and Estates" for 2012 - 2013, was named Estate Planner of the Year by the Boston Estate Planning Council, and was elected to the National Estate Planning Hall of Fame in 2014. He recently received his Ph. D. in law from the University of Zurich law school.

"Trust Protectors is a valuable textbook and practical guide for the trust and estate practitioner. The author is to be commended for his extensive research and the sensible advice he offers."

-- Alon Kaplan TEP, Managing Partner of Alon Kaplan Law Firm and Chair of MMG Kaplex

"Trust protectors, their status as a fiduciary, their duties and liabilities, their relationship with the trustee, and their rights and powers largely remain an unchartered area of the law. Bove's book is an excellent guide to successfully navigating these waters."

-- Eric P. Hayes, Goodwin Procter

"...Bove's treatise contains comprehensive and helpful chapters on the difference between treating a trust protector as a fiduciary versus someone with a personal power (like a general power of appointment), potential liabilities for trust protectors (and the lawyers who draft trust protector clauses), the relationship between the trust protector and the trustee and, most importantly, 63 pages on "Practical Issues in Using Protectors." This is the part of the book that most special needs planners will find themselves coming back to for ideas and insight into topics like the selection of a trust protector, drafting considerations and detailed descriptions of virtually any powers that could be given to a trust protector."
-- Click to view the full book review from the Academy of Special Needs Planners, ElderLaw Answers --Eric Prichard, Brown & Brown, P.C.
 

"Alexander Bove's wide-ranging and scholarly research into the laws of all jurisdictions featuring protectors has produced a most thoughtful and practical book. It provides valuable stimulating insights to enable draftspersons, litigators and judges to perform their roles to the highest standards."

--Justice David Hayton, Caribbean Court of Justice, Author, Underhill & Hayton, Law of Trusts & Trustees, 16th Edition

"Dr. Bove's Trust Protectors is not just a 'practice manual with forms.' It also is a scholarly treatise dedicated to clarifying and organizing trust protector doctrine. The content is immediately useful, the scholarship rock-solid, and the coverage encyclopedic. We North Americans no longer need look beyond our shores for the answers. It is all there."

--Charles E. Rounds, Jr., professor, Suffolk University Law School, Member of the Massachusetts bar, co-author of Loring and Rounds: A Trustee's Handbook

 "Divided trusteeship, including trust protectors, is the most significant fiduciary development in current trust practice. Alexander Bove's new book on the subject makes a timely and important contribution to trust practice and scholarship."

--Robert H. Sitkoff, John L. Gray Professor of Law, Harvard Law School

 "Trust Protectors is an exceptionally well researched, extremely authoritative book that makes it easy to learn the subject and find the answers to difficult questions you'll need to know. As its title implies, this is a practice tool, written by probably the most skilled and knowledgeable practitioner in the United States on the subject. If your practice involves trusts -- you need this book!"

--Steve Leimberg, Publisher, Leimberg Information Services, Inc. (LISI)

 "Until now little critical thought had been given to a trust position that has become very popular with trust practitioners. Alexander Bove, Jr. has responded to that vacuum with a very thoughtful and comprehensive examination of the office of the trust protector and of the question whether a protector should be considered a fiduciary. He provides the historical underpinnings of the office, examines the salient cases on the subject in depth, such that the practitioner who reads Mr. Bove's work will come away with a sound understanding of exactly why he or she is drafting particular trust protector provisions in a specific way. Literally every important issue about trust protectors is considered, down to providing a surprisingly detailed list of criteria for choosing a person to fill that role. To state that Mr. Bove's treatment of trust protectors is exhaustive would be to understate the matter. Certainly, for anybody who drafts, reviews, or otherwise advises on trust documents, Mr. Bove's book is one for which the characterization of 'must read' is a precise fit."

--Jay D. Adkisson, Riser Adkisson, LLP

"Alexander Bove has produced a thoughtful and comprehensive treatise on the role and office of protector. He has addressed the topic with insight and intellect and met head-on the challenge of a dearth of case law. This work is indispensable for all lawyers deploying protectors and advisors in the trust context."

--Duncan E. Osborne, Partner, Osborne, Helman, Knebel & Deleery, L.L.P.

"As will be obvious from the detailed Table of Contents, Alexander Bove, Jr. is a world authority on Protectors. His book is infused with brilliant theory, yet at the same time it is extremely practical. This is an invaluable guide to Protectors: where they came from, what they are, and what they are not. At all levels one can rely on the author for his admirable thoroughness and attention to detail. Every estate planner should own this book."

--Barbara R Hauser, Independent Family Advisor, Barbara R Hauser LLC

“Trust protectors are controversial, particularly because a lack of precedents has left courts and practitioners wondering about the exact nature of a trust protector’s role. This problem is especially acute in the U.S., where meaningful precedents border on non-existent. Alexander Bove’s Trust Protectors ably fills this void, primarily by focusing on several key themes and weaving them into a thoughtful and coherent analysis of the protector’s role…His [Alexander A. Bove] work is scholarly, insightful, practical, and should be part of every serious trust attorney's library."

-- John E. Sullivan III, founder Sullivan & Sullivan Ltd.

Loading Chapters....

Your questions are very important to us.

SEND US AN EMAIL

Contact Us

  • Customer Service
  • My Account
  • Conferences
  • Marketing
  • Editorial

General Information

  • About JURIS Legal Information
  • Terms of Use
  • Terms of Use Digital Products
  • Privacy Policy
  • Employment

Product Promotions

  • New Arrivals
  • Deals & Promotions
  • Best Sellers
Copyright Juris Publishing LLC
  • LinkedIn
  • Twitter
Redirecting....

Digital Standing Order Information

The product you are interested in purchasing is available on a digital standing order basis with a 20% discount option.

To complete your purchase, please select one of the following:

Yes, I wish to be on digital standing order and consent to automatic credit card billing to receive digital releases/updates, supplements or new editions.
Notify me when digital releases/updates, supplements or new editions become available with instructions on how to purchase.
 

Customers who select the active digital standing order option will be automatically charged from their credit card on file for digital releases/updates, supplements, or new editions when they become available. By selecting YES, I WISH TO BE ON STANDING ORDER you will receive any digital release/update, supplement or new edition published within three months of your purchase date at no charge. After the first three months of your purchase date, you will receive a 20% discount on any digital release/update, supplement or new edition published. To receive these benefits you must select the option, YES, I WISH TO BE ON STANDING ORDER.

Your credit card on file will be automatically charged and you will receive an order receipt for the discounted digital release/update, supplement, or new edition without any action on your part. New York State sales tax will be included where applicable.

By selecting NOTIFY you will receive email notifications when new digital updates are available. This will also include instructions on how to purchase these updates if you are interested. You will NOT be entitled to the discounts available to active digital standing order customers.

The PDF products and information available for purchase on this website are either owned by or licensed to Juris and are protected by the intellectual property laws of the United States and other jurisdictions. Juris and its licensors retain all proprietary rights to these materials. PDF products are copyright protected to prevent editing and copying capabilities. Some products also limit highlighting and the addition of comments. All PDF products can be downloaded, saved, and printed. All sales of Digital Products are final. NO refunds will be issued.

You may cancel your digital standing order option at any time by calling Customer Support at +1 (631) 350-2100 or e-mailing JURIS at subscriptions@jurispub.com

This offer is subject to change without notice and some exceptions may apply.

   
 

Standing Order Information

The product you are interested in purchasing is available on a standing order basis with a discount option.

In order to complete your purchase, please select one of the following:

Yes, I wish to be on standing order and receive releases/updates, supplements or new editions
Notify me when releases/updates, supplements or new editions become available
 

Customers who select the standing order option will be automatically sent releases/updates, supplements or new editions when they become available. By selecting YES, I WISH TO BE ON STANDING ORDER you will receive any release/update, supplement or new edition published within three months of your purchase date at no charge. After the first three months of your purchase date you will receive a 20% discount on any release/update, supplement or new edition published in the next nine months. In order to receive these benefits you must select the option, YES, I WISH TO BE ON STANDING ORDER.

You will receive an invoice for the discounted release/update, supplement or new edition without any action on your part. Shipping and handling charges apply and New York State sales tax will be included where applicable. Shipping charges are calculated based on the shipping method, the weight of the package, and the destination of the shipment.

After the discount period expires you will continue to be sent releases/update, supplements or new editions with an invoice without any action on your part. You will be invoiced at the price at which the release/update, supplement or new edition is being offered along with applicable shipping and handling charges. New York State sales tax will be included where applicable. Shipping charges are calculated based on the shipping method, the weight of the package, and the destination of the shipment.

All products are sent to you on a 30-day, risk-free return basis. You have the right to return any release/update, supplement or new edition for a full credit. Returns should be sent to JURIS at 920 Links Avenue, Landisville, PA 17538. All products being returned must be in saleable condition and received by JURIS within 45 days of the invoice date. If you do not return the standing order shipment within this time period, you are responsible for paying the invoice in full.

You may cancel your standing order option at any time by calling Customer Support at 1-800-887-4064 or e-mailing JURIS at orders@jurispub.com

This offer is subject to change without notice and some exceptions may apply.

   
 

Subscription Information

The product you are interested in purchasing is available on an automatic invoice renewal basis.

In order to complete your purchase please select the following:

YES, I WISH TO HAVE MY SUBSCRIPTION AUTOMATICALLY INVOICED FOR RENEWALS
PLEASE NOTIFY ME WHEN I NEED TO RENEW MY SUBSCRIPTION
 

Customers who select the YES, I WISH TO HAVE MY SUBSCRIPTION AUTOMATICALLY INVOICED FOR RENEWALS option will have their subscription automatically invoiced for renewals at the end of each subscription period without any action on their part.

The cost of the renewal will be the subscription price in effect at the time of each renewal, plus shipping and handling for print subscription publications where applicable. New York State sales tax will be applied where applicable. Subscription renewal prices are subject to change without notice.

You are not obligated to renew a subscription a minimum number of times in order to participate in our automatic invoice renewal program.

A title’s enrollment in our Automatic Invoice Renewal Subscription Program may be cancelled prior to the renewal period. No refunds/credit will be given on paid subscriptions of newsletters, journals, report/reporters or online services.

Subscribers may cancel their subscription by calling Customer support at 1-800-887-4064 or e-mailing JURIS at orders@jurispub.com or by returning the invoice marked “CANCEL”.

If you are ordering a subscription to an Online Access product via IP please note it will take a few business days to process your order.

Once your order is processed you will receive an email asking you for your IP address(s).

This information is subject to change without notice and some exceptions may apply.

   
 

Single-User: PDF/EBooks are only licensed for use to one individual and cannot be shared.
Multi-User: PDF/EBooks are only licensed for use to one company and can be used by all employees at a single site/location.
Multi-Site: PDF/EBooks are only licensed for use to one company and can be used by all employees at all sites/locations.

The PDF/E-Book products and information available for purchase on this website are either owned by or licensed to Juris and are protected by the intellectual property laws of the United States and other jurisdictions. Juris and its licensors retain all proprietary rights to these materials.